Form 6729-B - Shopping Review Sheet
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36729-B
Date of Review
OMB Number
Form
Shopping Review Sheet
1545-2222
October 2012
Site Name:
SIDN:
Reviewer SEID:
Type of return:
1040
1040A
1040EZ
Scenario:
A
B
C
Purpose of this form: SPEC shoppers will use this form to document the findings from the preparation of a tax return by IRS certified
volunteers. No taxpayer or volunteer information will be captured during the process. Do not enter any information that identifies a
specific person or taxpayer in the comments box. The comments box includes explanation for items not met.
The question in bold will cause the review to pass/fail. Underlined responses will require a comment in the SPECTRM Quality
Database.
Quality Procedures
Comments
1 What type of Intake/Interview Sheet was used to prepare this return?
Form 13614-C, Sections A&B
Complete
Incomplete
TaxWise Interview Form 13614-C, Sections A&B
Complete
Incomplete
Unapproved Tool
Complete
Incomplete
None
2 Did the certified volunteer review the information on Form 13614-C, Intake/Interview &
Quality Review Sheet, with you (conduct an interview) during the preparation of your tax
return?
Yes - Volunteer reviewed all information on Form 13614-C
No - Volunteer did not review all information on Form 13614-C
No - Volunteer used unapproved partner developed form
No - Volunteer did not conduct an interview
3 Did the volunteer preparer review the completed tax return with you?
Yes
No
4 Was a complete quality review conducted on this return?
Yes - A complete quality review was
No - A complete quality review was not
conducted
conducted
5 What is the certification level of this shopping return scenario?
Basic
Intermediate
Advanced
6 What is the highest certification level of the volunteer preparer that prepared the shopping
return? Comment required when certification level is lower than the level in Question 5.
Intermediate
Advanced
Military
International
None
Basic
7 What is the highest certification level of the volunteer quality reviewer of this return?
Comment required if not at least Intermediate or if lower than certification level indicated
in Question 5.
Intermediate
Advanced
Military
International
None
Basic
8 What training method did the volunteer preparer use for tax law certification?
Link & Learn Taxes
Partner created materials
IRS Training publications
Other
None
Label
Comments
Yes
No
9 Were you asked to show photo identification?
10 Were you asked for documents to verify the name(s) and taxpayer identification
number(s) (ITIN/SSN) for you and everyone else described in your scenario?
Yes - Volunteer asked for documents for everyone
No - Volunteer did not ask for proper documents to validate everyone
No - No validation done
Form 6729-B (Rev. 10-2012) Catalog 39259D Department of the Treasury Internal Revenue Service publish.no.irs.gov
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